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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,498 | $46,688-49.7% | $189,758-87.6% | $69,733-66.3% |
| Participation rate | 52.3% | 61.7%-9.4pp | 79.8%-27.5pp | 62.5%-10.1pp |
| Annual return | 10.96% | 14.35%-3.4pp | 52.62%-41.7pp | 15.22%-4.3pp |
| Employer contribution / active EE | $167 | $1,695-90.2% | $4,767-96.5% | $2,250-92.6% |
| Participant deferral / active EE | $1,292 | $2,143-39.7% | $5,856-77.9% | $3,054-57.7% |
| Admin fee / account holder | $6,510 | $1,700+282.8% | $20,388-68.1% | $3,102+109.9% |